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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,456 | $76,407-45.7% | $150,298-72.4% | $82,448-49.7% |
| Participation rate | 65.2% | 66.4%-1.2pp | 77.8%-12.5pp | 68.1%-2.9pp |
| Annual return | 10.30% | 39.99%-29.7pp | 62.79%-52.5pp | 41.64%-31.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,396 | $3,214-56.6% | $5,453-74.4% | $4,139-66.3% |
| Admin fee / account holder | $12,427 | $6,352+95.6% | $14,116-12.0% | $7,234+71.8% |